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Create an Activity or Assessment Form
Create an Activity or Assessment Form

How to use the Form Builder to create new activity and assessment forms for your users to complete

Angela Lim avatar
Written by Angela Lim
Updated over 5 years ago

From the Main Menu select the Forms tab in the left-side navigation panel. A list of all Activity forms will be displayed.
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By default, you will see the Activity Forms tab first, and you can click on the Assessment Forms tab to see a list of those forms. 

Click the + Add a new Activity or + Add a new Assessment button to start a new form!

You will now be in the Form Builder!

The Form Builder is divided into two main areas:

  1. The Standard fields and settings

  2. The Custom fields builder area, with a list of available field types to add

Standard fields

Every form is required to have a Name and an Associated Program.

Selecting an associated program will ensure that only contacts enrolled in that program can access this form. You can also set specific program enrollment types

The other standard fields allow you to control access and settings, and add extra information about the form. Check out the help articles below to learn more about each of the standard fields and what they do:

  1. Assign a Form to a Program

  2. Change the Form Type between Activities and Assessments

  3. Assign a Form to a Contact Type

  4. Add Tags as labels to help filter and find a form on the Forms grid

  5. See the Date of Activity format, choose your Date of Activity Visibility options, and change the Date of Activity Label. 

  6. Enable field mapping to allow users administering a form to automatically populate data from a Contact form into matching fields on an activity or assessment form. 

  7. Elect a field for top-level display to display a form field value in the list of Activity or Assessment form results.

Custom Fields Builder Area and Available Fields

In the column on right side of the Form Builder, you’ll find a searchable list of all Available Fields that you can add to any form. 

To add a field to the form, click the button of any field type in the list of Available Fields. It will automatically get added to the Custom Fields builder area. 

You can also drag and drop the field into the Custom Fields builder area. 


Once a Field has been added, you can edit the field to fit your needs by hovering over the field and clicking on the Click to Toggle Settings button. 

Here you will be able to change a field's label, mark whether or not it is required, and determine its settings based on the type of field.
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To move a field, click, hold, and drag the field up or down the form, releasing the cursor when the blue box is in the correct location. 

To duplicate a field, hover your cursor over the field and click the duplicate icon in the lower right corner of the field. A copy of that field, including all of its settings, will appear below the original. Make sure that there are no duplicate field labels in your form - if there are, you will get an error message and won't be able to save the form!

To delete a field, hover your cursor over the field and click the trash can icon in the top right corner of the field. It will ask you if you really want to delete before it removes the field from the form.

Once your form is complete, click the green Save Changes button at the top of the page.

Your form is now ready and can be filled out for your contacts, groups or programs!

Filling out Forms for Individuals
Filling Out Forms for Groups
Filling out a Program-Wide Form
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